Capital at risk: The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Latest from The Brunner Investment Trust
Investment Objective
The Company aims to provide growth in capital value and dividends over the long term by investing in global and UK equities. The benchmark against which performance is measured is 70% FTSE World ex-UK Index and 30% FTSE All-Share Index.
Investment Approach
Brunner aims to provide its shareholders with growing dividends and capital growth by investing in a portfolio of global equities. It is an independent company listed on the London Stock Exchange and, although past performance is no guide to the future, has paid increasingly higher dividends to its shareholders year on year for the last 54 years. The Trust invests in companies all over the world, seeking out opportunities for growth and reliable dividends wherever they may be.
All Videos
Management Team
Julian Bishop – Co-Lead Portfolio Manager
Julian Bishop joined Allianz Global Investors in November 2022 as a Senior Portfolio Manager and Co-Manager of the Brunner Investment Trust. Julian has more than 25 years fund management experience. He joined AllianzGI from Tesco Pension Investment Ltd where he was an Equity Fund Manager managing a multi-billion pounds global equities portfolio. Prior to Tesco he was an Analyst and Portfolio Manager at Sarasin and Partners LLP where he co-managed their Global Dividend Fund and had analytical responsibility for the global consumer sector across all mandates. Before Sarasin he was a Global Consumer Analyst at Insight Investment. Julian graduated from Queens’ College, Cambridge University in 1995 and has an MA (Hons) Cantab in Geography. He is an Associate of the Society of Investment Professionals.
James Ashworth – Co-Lead Portfolio Manager
James joined AllianzGI in November 2022, and became Senior Portfolio Manager in October 2023. James has more than 15 years experience in financial services and joined AllianzGI from Tesco Pension Investment Ltd, where he was an Equity Fund Manager managing a global equities portfolio. Prior to Tesco, he was a Global Equities Analyst at the Universities Superannuation Scheme, one of the largest pension schemes in the UK, where he worked on the North American public equity's portfolio. He has also held investment analyst roles at private investment firms. James started his career at Deutsche Bank, where he was lastly Vice President in the Investment Banking division. James graduated from Cambridge University in 2005 and has an MA (Hons) Cantab in Economics. He is a CFA Charter holder and Co-Chair of the Value Investing Special Interest Group at the CFA Society of the UK.
Christian Schneider – Portfolio Manager
Christian Schneider joined the Global Equity Fund Management Team as a portfolio manager in April 2000 and managed a US Equity strategy until 2002. Christian began his investment career in June 1996 with DG-Bank as a trainee portfolio manager for one year; and then moved to DG Capital in February 1997 to March 2000 as a global equity portfolio manager, where he was also responsible for portfolio construction for equity and balanced funds. Christian graduated with a Master’s degree in Economics from the University of Giessen and is a CFA charter holder.
Simon Gergel – Portfolio Manager
Simon is Chief Investment Officer, UK Equities and head of the European Value & Income Investment Style Team. He manages The Merchants Trust plc, co-manages the Allianz UK Listed Equity Income Fund, and is deputy portfolio manager on The Brunner Investment Trust and the Allianz UK Listed Opportunities Fund. He joined AllianzGI in April 2006 from HSBC Halbis Partners, where he was Head of Institutional UK Equities, portfolio manager of the HSBC Income Funds and manager of several segregated institutional accounts. Prior to HSBC, Simon was an Executive Director at Phillips & Drew Fund Management Ltd (a subsidiary of UBS), where he spent 14 years as a portfolio manager of UK equity portfolios. Simon graduated from Cambridge University in 1987 with an MA (Hons) Cantab in Mathematics. He is an Associate of the CFA Society of the UK.
All Podcasts